This award recognizes firms that consistently exceed expectations in customer service, setting the highest standard in client care.
The Service Award is one of DALBAR‘s most respected honors, spotlighting firms that deliver superior client service across channels. Based on independent measurement of service quality and performance against rigorous standards, this award confirms a firm’s ability to consistently meet—and surpass—client expectations. It reflects not only operational excellence but also a genuine commitment to building stronger, lasting client relationships.
Winning the Service Award demonstrates that your firm has achieved the highest standards in client service across every channel. This recognition affirms your consistent ability to surpass client expectations, reflecting both operational excellence and a true commitment to building lasting relationships.
Recognition from DALBAR demonstrates that your service consistently exceeds client expectations.
Award-winning service is a powerful message to clients, showing your firm values relationships as much as results.
Acknowledges and rewards the hard work of service teams, reinforcing a culture of excellence.
Widely recognized as the benchmark of excellence in financial services, DALBAR Awards honor firms that consistently deliver outstanding service, innovation, and client experience. Each award is earned through rigorous, independent evaluation against the highest industry standards—helping firms showcase their leadership, build trust, and inspire a relentless pursuit of excellence
Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.
By achieving a DALBAR award, firms demonstrate:
Independent validation from DALBAR provides assurance to investors, plan sponsors, and stakeholders that your firm meets the highest standards of service and communication. This credibility strengthens client relationships by reinforcing transparency, accountability, and a demonstrated commitment to doing what is best for those you serve.
In an industry where many firms claim excellence, DALBAR recognition is the mark that proves it. Standing apart in a crowded marketplace, award-winning firms gain a clear edge when attracting new clients, retaining existing relationships, and positioning themselves as leaders in financial services.
Recognition by DALBAR is not just an external accolade; it also reinforces your firm’s internal culture of excellence. Awards serve as a source of pride and motivation for employees at all levels, reminding teams that their daily work contributes to a standard of quality recognized across the industry.
